Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,363 | $106,247+110.2% | $96,515+131.4% | $139,466+60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.47% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,565 | $4,106-13.2% | $3,740-4.7% | $4,754-25.0% |
| Participant deferral / active EE | $22,200 | $5,456+306.9% | $4,880+355.0% | $6,712+230.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |